Planners What we offer financial planners


What we offer financial planners

At Old Mutual Wealth, we understand that the role of being both a financial planner and business owner can be very demanding. We offer support in both spheres. Allow yourself to delegate parts of your process to us so you can focus your time and energy on building close client relationships and managing your practice.

We support you as a financial planner
  • Delivering advice
  • Building client relationships
  • Implementing and facilitating solutions
  • Insights and information

We support you as a business owner
  • Client profitability
  • Enhancing operational efficiencies
  • Staff management and development
  • Business continuity planning

We help you become future fit

In a stricter regulatory environment, we help you stay future fit. We will keep you informed of administrative and advice-related implications of the FAIS Act, Treating Customers Fairly (TCF) requirements and pending remuneration changes, as and when required.

You can choose your involvement

You can choose to become a full Wealth Partner, or simply use our investment platforms. Use your own advice philosophy or place clients in our predesigned, bespoke investment strategies. We work with you to ensure that we deliver what you need.

Innovative tools

Our interactive online tools support goal-based planning and our exclusive wealth planning approach helps you simplify processes and minimise your administrative burden.

Investment expertise

By partnering with us, you’re backed by a dedicated team of investment professionals who do the groundwork, so you don’t have to. They undertake rigorous local and global investment research into a vast array of asset classes, asset managers, investment behaviour and economic trends. In addition, all funds are vetted.

A dedicated client service centre

Should you for any reason be unavailable for your clients, we provide a dedicated service centre to handle administrative queries because all your client information is already accessible online.